FP&A Analyst

A private equity backed national wealth management and financial planning group is looking for an FP&A Analyst to join its growing finance team. This is a business that has scaled rapidly across the UK, bringing together a network of advisory firms under one group, and it is now investing in the finance function that sits behind that growth. Working closely with the Head of FP&A, you will play a central role in the reporting, budgeting and analysis that guides decisions across the group. It is a strong opportunity for a commercially minded analyst to gain broad exposure and grow with an ambitious, acquisitive business.

The Role

Reporting to the Head of FP&A, you will support planning, reporting and analysis across the group.

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• Prepare monthly management reporting and performance packs for senior leadership
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• Support the annual budgeting and quarterly reforecasting cycles
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• Build and maintain financial models to support planning and decision making
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• Deliver budget versus actual and variance analysis across business units
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• Develop KPI dashboards and management information for stakeholders
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• Partner with operational teams to understand cost and revenue drivers
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• Support analysis on acquisitions and integration as the group grows
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• Help improve FP&A processes, systems and reporting quality
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What does the right candidate look like?

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• Part qualified or qualified (CIMA, ACCA or ACA), or a strong finalist
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• Solid FP&A experience covering budgeting, forecasting and analysis
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• Strong financial modelling and advanced Excel skills
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• Experience with BI or planning tools such as Power BI is an advantage
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• Comfortable partnering with non finance stakeholders
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• Analytical, commercially aware and confident working with large data sets
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